Tender

Tender for Tax Agents 2022

  • NORTH EAST ACCESS TO FINANCE LIMITED

F02: Contract notice

Notice identifier: 2022/S 000-030696

Procurement identifier (OCID): ocds-h6vhtk-037db8

Published 31 October 2022, 3:04pm



Section one: Contracting authority

one.1) Name and addresses

NORTH EAST ACCESS TO FINANCE LIMITED

Baltimore House

Gateshead

NE8 3DF

Contact

James Arkless

Email

james.arkless@nea2f.co.uk

Telephone

+44 1914998552

Country

United Kingdom

Region code

UKC - North East (England)

Companies House

07000338

Internet address(es)

Main address

www.nea2f.co.uk

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://www.nea2f.co.uk/

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://www.nea2f.co.uk/

Tenders or requests to participate must be submitted to the above-mentioned address

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Tender for Tax Agents 2022

Reference number

NEA2F043

two.1.2) Main CPV code

  • 79221000 - Tax consultancy services

two.1.3) Type of contract

Services

two.1.4) Short description

Tenders are invited for firms to act as tax agents, divided into the following three lots:

Lot 1: North East Access to Finance Limited, NEA2F Subco Limited and The North East Regional Investment Fund (Partner) Limited

Lot 2: North East Finance (Holdco) Limited and North East Finance (Subco) Limited

Lot 3: North East Technology (GP) Limited

commencing in each case with the financial year 2022/23, for a period of four years.

Interested parties are asked to register an expression of interest and we will send you an Applicant Pack containing recent statutory accounts and tax computations.

two.1.5) Estimated total value

Value excluding VAT: £200,000

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

Maximum number of lots that may be awarded to one tenderer: 3

two.2) Description

two.2.1) Title

NEA2F, NEA2F Subco and NERIF Partner

Lot No

1

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC - North East (England)

two.2.4) Description of the procurement

Tax compliance and ad hoc tax advice for these companies

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

May be extended subject to procurement rules

two.2) Description

two.2.1) Title

North East Finance Holdco & Subco

Lot No

2

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC - North East (England)

two.2.4) Description of the procurement

As Lot 1

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

North East Technology GP Limited

Lot No

3

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC - North East (England)

two.2.4) Description of the procurement

As Lot 1 but for North East Technology (GP) Limited

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

As Lot 1


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions

See invitation to tender

three.1.3) Technical and professional ability

List and brief description of selection criteria

See invitation to tender

three.2) Conditions related to the contract

three.2.1) Information about a particular profession

Execution of the service is reserved to a particular profession

Reference to the relevant law, regulation or administrative provision

Qualified tax agents

three.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

9 December 2022

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.7) Conditions for opening of tenders

Date

9 December 2022

Local time

1:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.4) Procedures for review

six.4.1) Review body

North East Access to Finance

Gateshead

Country

United Kingdom